ATHIX
Price
$25.39
Change
-$0.07 (-0.27%)
Updated
Jul 31 closing price
Net Assets
5.31B
PEMGX
Price
$38.86
Change
-$0.30 (-0.77%)
Updated
Jul 31 closing price
Net Assets
23.1B
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ATHIX vs PEMGX

ATHIX vs PEMGX Comparison Chart in %
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ATHIX vs. PEMGX commentary
Aug 03, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ATHIX is a Buy and PEMGX is a Buy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 23.1B vs. ATHIX (5.31B). ATHIX (0.00) and PEMGX (0.00) have matching dividends . ATHIX was incepted earlier than PEMGX: ATHIX (29 years) vs PEMGX (21 years). PEMGX (0.90) is less costly to investors than ATHIX (0.80). ATHIX is a more actively managed with annual turnover of: 62.00 vs. PEMGX (13.70). PEMGX has a lower initial minimum investment than ATHIX: PEMGX (1000) vs ATHIX (5000000). PEMGX annual gain was more profitable for investors over the last year : -14.48 vs. ATHIX (-16.67). PEMGX return over 5 years is better than : -5.82 vs. ATHIX (-21.27).
ATHIXPEMGXATHIX / PEMGX
Total Expense Ratio0.800.9089%
Annual Report Gross Expense Ratio0.800.9089%
Fund Existence29 years21 years-
Gain YTD2.960-4.591-64%
Front LoadN/A6%-
Min. Initial Investment50000001000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets5.31B23.1B23%
Annual Yield % from dividends0.000.00-
Returns for 1 year-16.67-14.48115%
Returns for 3 years4.5311.2840%
Returns for 5 years-21.27-5.82366%
Returns for 10 years9.9176.2513%
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